In this third article about China’s role in the global semiconductor industry I analyse the current state of affairs of the Chinese semiconductor industry in different segments. In the previous articles, I looked at the possible effects of a US-China decoupling in the semiconductor industry and the impact of the Big … Read More
Author: Bart van Hezewijk
China’s Position in the Global Semiconductor Value Chain
China Winning the Future of the semiconductor industry?
In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
US-China decoupling and the semiconductor industry – who gets hurt?
On November 7 last year, Henry M. Paulson, Jr., Chairman of the Paulson Institute and former Secretary of the US Treasury gave a speech in Singapore about the growing tension between the United States and China and warned that “an economic iron curtain” is a very real possibility as a result of a decoupling between … Read More
TSMC 16th OIP Ecosystem Forum First Thoughts